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MPS Loria Financial Planners’s Factset FDS Stock Holding History

MPS Loria Financial Planners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-45
Closed -$13K – 268
2021
Q1 		$13K Hold
45
– – 0.01% 271
2020
Q4 		$15K Buy
+45
New +$15K 0.01% 260